Financial Services Representative

7 days ago


Fremont, Ohio, United States Civista Bank Full time
Job Summary

We are seeking a highly motivated Financial Services Representative to join our team at Civista Bank. As a key member of our retail banking team, you will be responsible for building and maintaining strong relationships with customers, providing exceptional customer service, and driving sales growth.

Key Responsibilities
  • Build and maintain strong relationships with customers through daily engagement, assessing needs, recommending products, and referring partners to customers.
  • Develop a deep understanding of our products and services to fulfill customer needs, opening new accounts, performing maintenance, meeting cross-sell goals, and solving problems daily.
  • Dedicate time to daily personal growth through active learning, adapting to new procedures and systems to grow the organization and the team.
  • E nsure operational tasks are followed and completed daily, execute customer requests with speed and accuracy, and maintain cash levels and outages within established guidelines.
  • Maintain constant, consistent communication internally and externally, adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
Requirements
  • A minimum of 2-3 years of previous teller experience required.
  • Excellent oral, written, and presentation skills.
  • Detail-oriented with the ability to work under deadlines with frequent interruptions.
  • High School diploma or equivalent required.
  • Above-average knowledge of technology and willingness to adapt to new software technologies.
Compensation

The estimated salary for this role is $45,000 - $60,000 per year, depending on experience. This includes a comprehensive benefits package, including medical, dental, and vision insurance, as well as paid time off and holidays.



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